What's New

Tracking Asset Group Splits We’ve introduced several improvements to the Asset Group area of Platinum to support defining and managing ownership splits. You can now create, view, update, and delete Default Group Transaction splits, ensuring that Ad Hoc Transactions, Bank Interest, and Bank Charges are automatically allocated according to predefined ownership proportions. Proportional Fee Invoicing The logic for proportional fee invoicing has been enhanced so that any line ite

PSR SIPP Reporting:   CSVs for Loans and Tangible Movable Property are now available for Platinum SIPP, completing the PSR changes for 2024/2025.   A webinar will be held on Friday 16 January to provide information on the new fields that have been introduced across previous versions and the CSV functionality.  Property Proforma Invoicing:   You can now amend the Invoice Issue Date on Proforma Property Invoices before VAT conversion. A new field retains the original Proforma

Performance enhancements for SMPI Batch processing   Improvements have been made to enhance the speed and efficiency of generating large batches of SMPIs using Azure Batch processing. In addition, the following features have been added in this release:  Batch History – You can now access a full history of SMPI Batches.  Batch progress - can be monitored and notifications received upon completion.  Generated SMPI documents -  can be re-downloaded for up to 30 days after batch

Pension Scheme Return    To meet the updated PSR requirements, we’ve added new fields into Platinum within Loans and Borrowings,...

PDP: Revised Data Standards   We have enhanced Platinum with the revised data standards provided by the Pensions Dashboard Programme. The...

This release contains some valuable enhancements to our Client Money Reconciler (CMR) alongside changes in readiness for the new Pension...

What's New in v28.0   We are excited to announce the release of version 28.0, which brings some new features, technical improvements, and...

Simple Annual Statement New Template and Rounding   Changes have been introduced to Platinum to enhance the simple annual...

Group Customer Invoicing, updates to the Transfer Out process and enhancements to Cash Warnings reportin